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docs: consolidate Inventor panel features and trigger management (replaces #697, #703, #714, #724) - #740

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docs: consolidate Inventor panel features and trigger management (replaces #697, #703, #714, #724)#740
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Summary

Consolidates the four open PRs adding Inventor features into one change. All four edited build/invent/invent.mdx — three of them the same ## Inventor features <Tabs> block — so they would have conflicted with each other on merge. Branched from main.

  • build/invent/invent.mdx — three new tabs (Panel size, Scheduled check-ins, Web search), two new "What you can do" cards for trigger management, and the Conversations tab updated for the wide-panel sidebar nav.
  • build/agents/build-your-agent/triggers.mdx — Inventor as a third place to manage triggers, plus a "Managing triggers with Inventor" section.
  • build/workforces/build-an-ai-workforce/add-triggers.mdx — "Managing workforce triggers with Inventor", with the published-workforce requirement.
  • build/agents/build-your-agent/agent-triggers/scheduled-triggers.mdx — cross-reference to the check-ins panel.

Replaces these PRs (now closed)

PR What it covered Status here
#697 Inventor trigger management across three pages Folded in, minus one bug-fix note
#703 Inventor web search and URL content fetching Folded in as a Web search tab, minus its flag caveat
#714 Scheduled check-ins panel Folded in, minus its early-access caveat
#724 Panel maximize mode + wide-panel sidebar nav Folded in

Availability caveats: consolidated to one

Three of these PRs handled Inventor availability differently — #703 said web search is "behind feature flags and not yet available to all users", #714 said check-ins are "in early access", and #724 said nothing at all. Checked each flag:

  • inventor-web-search-fe100% rollout, no conditions
  • inventor-scheduled-check-ins-fe100% rollout, no conditions
  • invent-v3 (Inventor itself) — cohort-gated to "Relevance AI Employees" and "Invent + Evals Pilot (Mid 2026)"

So the individual features are fully rolled out to everyone who has Inventor at all, and the real gate is access to Inventor. This page already opens with a Warning saying Inventor is a pilot for Enterprise plans only, request access via your account team — which is accurate and covers all of it.

Per-feature caveats were therefore dropped as redundant and misleading: they implied a second gate beyond the pilot that doesn't exist, and #703's would have told pilot users a working feature might be missing. If you'd rather keep a per-feature signal, say so and I'll add it back.

Other changes from source

  • Dropped Update Invent trigger management documentation (TSP-1322) #697's <Info> reading "Triggers created via Inventor now correctly display as 'active' immediately after creation." That documents a fixed bug rather than current behaviour — changelog material, not reference docs.
  • Kept "Enterprise" phrasing on the trigger pages. Those readers arrive directly without the Inventor page's warning, so they need their own signal. Note the technical gate is the pilot cohort rather than a plan check — flagging in case you want the wording aligned to "Enterprise pilot" everywhere.

Verified as accurate and kept

  • Clock icon opens the check-ins panelaria-label="Scheduled check-ins" on a pd/clock icon button.
  • Up to 200 pending check-inspage_size: 200, commented as a soft cap.
  • Maximize button and drag-to-edge, left nav auto-collapse, and the 1024px sidebar-nav threshold.

Not verified

Navigating to a different page resetting the panel to its default size (from #724) — carried over as written; I couldn't pin it to code.

Test plan

  • Mintlify preview renders all 13 tabs in the Inventor features block
  • New sections render on both trigger pages and the scheduled-triggers cross-link resolves
  • No duplicate tab titles

Folds #697, #703, #714 and #724 into one change. Adds Panel size,
Scheduled check-ins and Web search tabs, Inventor trigger management,
and the wide-panel sidebar nav. Drops per-feature early-access notes
in favour of the page-level Enterprise pilot warning.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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